Retirement Investment Enrollment Instructions
Due to the Retirement Plan Consolidation changes that are effective January 1, 2012, there will be upcoming vendor and investment changes. To learn more about the changes, please go to the MSU Retirement Plan Consolidation page.
Important Note: Regarding Effective Date of Retirement Plan Enrollment or Changes.
If you are paid on the Salary (monthly) payroll - your requested retirement action will be effective today. Depending on the payroll processing date, you may not see this change reflected in your current month's paycheck. If the requested change is not reflected in the current month's paycheck, you will see an adjustment in the next month's paycheck. This may result in an additional reduction if you are increasing or newly enrolling, or a refund if you are decreasing or cancelling.
If you are paid on the Labor (bi-weekly) payroll - your requested retirement action is effective today. You will see the change reflected in the paycheck for the pay cycle that includes today's date. This may not be your next paycheck.
Enroll with New Investment Vendor
You must complete an account application for each investment vendor, and receive a confirmation number in order to complete your Retirement Online Enrollment at MSU.
- To complete an account application for Fidelity, TIAA-CREF or Vanguard you may choose Investment Vendors and use the appropriate vendor microsite.
- To complete an account application for VALIC, AXA Equitable or Lord Abbett & Co. please contact your Investment Vendor to set up an appointment with a representative.
Upon completion of the account application you will receive a 8 or 9 digit MSU Confirmation Number. With this confirmation number you may now complete your retirement online enrollment/changes through the EBS Portal Login tab.
Restart Contributions with Existing Investment Vendor
You must have your MSU Confirmation Number in order to continue. The confirmation number can be found on your quarterly statement or by contacting your investment vendor.
Fidelity Online or at 800-343-0860
TIAA-CREF 800-842-2776
Vanguard 800-523-1188
VALIC 800-892-5558 ext 89105
AXA Equitable 517-347-4646
Lord Abbett & Co. Contact your representative
Upon receipt of the MSU Confirmation Number continue your retirement enrollment/changes through the EBS Portal Login tab to designate your salary deferral.
Change Your Allocations Within Same Investment Vendor
Fidelity - Online or at 800-343-0860
TIAA-CREF - Online or at 800-842-2776
Vanguard - Online or at 800-523-1188
VALIC - Online or at (800) 448-2542 ext 1
AXA Equitable - Online or at (517) 347-4646
Lord Abbett & Co. - Contact your representative
View, Change or Cancel Your Current Contribution Amount
Select the appropriate online presentation below for instructions on viewing your current contribution amount, making a change to your current contribution amount, or canceling your current contribution amount.
- Presentation to View or Change Your Current Contribution Amount
- Presentation to Cancel Your Current Contribution Amount
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Presentation to Change Your Retirement Vendor Effective 1/1/12
Step-by-Step Instructions for Help in EBS
Access to Retirement Tutorials
- Access the EBS Portal Login tab and log in with your MSU NetId and Password
- Select Help
- Select Course Content and End User Procedures
- Select HR/Payroll
- Under Additional Resources: select the line item "tutorial recordings"
- Select Benefits
- Select the appropriate tutorial, i.e. Retirement Contributions Change
View Your Current Retirement Plan Deferrals
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Access the EBS Portal Login tab and log in with your MSU NetId and Password
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Select ESS Salary, ESS Faculty, ESS Clerical Tech or ESS Hourly tab
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Select Benefits
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Select Participation Overview
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Select the Radio Button of the plan you wish to view
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Select Show Participation Details
